As an instance admin for CP, keeping track of your user’s crawl authorization statuses can be tricky. Notifications are sent to the user to let them know the social media site requires them to provide re-authorization, but if they don’t take action… you need to know to get on their case! In order to alleviate this issue we have added a new field to CP cases:

A look at the new changes in the CP tab under account management

This field is available under the CP tab in “Manage account”. The list takes a group of comma separated emails of whom you want to be notified whenever authorizations or reauthorizations are needed. This makes the process more visible and you won’t have to mentally remember to remind Bob down the hall he needs to reauthorize his twitter crawl. The field can be either set at the same time the instance is made or later modified at any time from the CP tab using the “Modify Repository” utility.

The BCC field can be changed at any time from the Modify Repository tool.

The other new CC function is small, but helpful. When either uploading a new file or a new version of a file in TC you can now CC yourself alongside the users you want to notify. This will help you better keep up on TC file changes. The recipient list will be included in the message delivered to each user, allowing an easier audit of who received the notification.

Electronic redaction in DiscoveryCloud is not only more failsafe than it’s “magic marker” counterpart – it saves time in the process. It’s that same “failsafe” requirement that makes proper auditing a bit tricky — make the redaction permanent… except when it’s necessary to see what was under there in the first place. Newly available to DiscoveryCloud is a feature that does just that — making auditing available users who themselves have the authority to redact.

Documents that have redactions made in DiscoveryCloud will have an additional icon in their “Viewer Tools” section.

A view of the document pre-redaction will be temporarily displayed. The version of the document available for (normal) export / production is not effected by using this audit mode. Navigating away from the document will not leave the setting on. Likewise, any other users viewing the document at the same time would see the redacted copy.

Checks & balances are in place to prevent production of unredacted images remain in place, ensuring that those copies are provided only when explicitly requested. We hope this feature comes in handy and makes the process of auditing redactions simple and straightforward.

Transmitting images utilizing Privilege Protect (or exporting) is a common use case, but some filetypes just don’t have a logical image: What does a pst “look like”? To account for this issue, a “placeholder” image can be employed to fill a spot – providing the ability to have something indicating that there is a native file that does not have images available.

Placeholders may be assigned as part of a Bulk Action:

In DiscoveryCloud, placeholders may also be assigned as part of Bates number assignment/stamping:

This functionality will make bates application – and more importantly: production itself – a more consistent process. The functionality is available immediately in Discovery Cloud and Trial Cloud.

Deposition reporting capabilities have been enhanced with a couple of new options:

Optionally Include Notes

Including attorney notes can be quite helpful for your internal copies, but may not be desired in other situations. The decision is now in your hands.

Determine if your designation markers should stay in the margins.

In most situations, expanding the margins (“gutters”) of generated reports keeps things looking nice and clean without being too intrusive. If that’s not the case on the specific report at hand: you may now elect to maximize text size by keeping the margins thin and allowing the designation markers to flow out over the text.

Designations kept in the margins

Designations NOT kept in the margins

We hope you find these new formatting options handy. As always, we look forward to your feedback!

One feature of our recent Review Metrics release is the ability to keep closer tabs on your review at the Reviewer level. One (optional) tool in your set is the ability to track time for the purposes of calculating documents per hour reviewed.

A Reviewer may clock themselves in/out with the click of a button on their landing page.

If time was logged incorrectly, spent outside the system, or just plain forgotten: edits and full entries may be modified via the calendar interface (accessed via the “view” link in the screenshot above).

Advanced users may manage their own time entries or do the same for other users:

The focus of Time Keeping is the documents-per-hour metric and does not aim to be a fully featured time management system. In that name, the system is flexible and does not provide locking, security, and audits that might appear in a true time-tracking tool. However, reports detailing the work done in a given day or month, by any given Reviewer, are available to advanced users — providing direct timestamps at which documents were reviewed.

We hope you’ll find this change and the wider release that it is part of helpful in gaining visibility into the status of your review.

We’re excited to bring a significant refresh to the Discovery Cloud experience. The updates add clarity to your review at the Reviewer and Subreview levels and provide visibility into where progress is being made or where it may be lacking. The ability to more clearly differentiate between documents that are not yet reviewed for privilege and those that have been positively identified as “not privileged” facilitates privilege review in a way that was previously inconvenient.

Subreview Metrics

Available to Advanced-level users, a tab under “Admin” brings you status and counts at the Subreview level.

Subreview level statistics illustrate progress and may provide insight on what area of your review is producing the highest quantity of relevant/privileged/etc documents. Many graphs may be clicked to gain an extra level of detail.

Reviewer Metrics

Available to Advanced-level users, a tab under “Admin” brings you status and counts at the Reviewer level.

Statistics for each Reviewer provide visibility on what sort of work is being accomplished. If you elect to utilize the (new) Timekeeper functionality, a time metric is also available to give an indicator of review speed. As with Subreview Metrics, many graphs may be clicked to gain an extra level of detail.

Reporting

Available via Settings -> Metrics Reports, users may opt-in to status emails. A report will be generated and transmitted weekly, providing the recipient with the overall +/- subreview status of the review. These emails do not need to be tied to a Nextpoint account, freeing you up to transmit them to addresses of those not necessarily involved in the day-to-day review.

Independent Privilege and Relevancy Review

Previously known as “Review Status”, “Relevancy Status” is concentrated on the relevant/not portion of a review. On the Privilege side, this enables differentiation between a document that is “not reviewed for privilege” and a document that has been reviewed for privilege and certified to truly be “not privileged”.

Existing documents with a “Not Privileged” status have been marked as “Not Reviewed” for privilege. If you would prefer that those documents instead be “Not Privileged” – a simple bulk edit is all that is necessary to make that modification en masse.

So, when do I get it?

The update will be available to some users beginning Tuesday 3/19, with the remainder receiving the updates Thursday, 3/21. As with all updates, no action is necessary on your end.